Cazenove regional business development manager Kim Nelson discusses risk consideration in business.
Mifid II will force fund managers to unbundle the costs of their investment research
Nearly half of Money Marketing readers think that advisers should have discretionary permissions, our latest poll shows. In a survey of 120 readers on the Money Marketing website, 43 per cent said advisers should have discretionary permissions. 40 per cent said they should not, and 17 per cent remained undecided. Many discretionary managers have reported […]
Royal London has defended moving its Ascentric platform to an “all-in” pricing structure earlier this year, saying the decision has paid off with a spike in Sipp accounts. In May, Ascentric moved to a single account charge, ditching trading fees and charges for Sipp and drawdown administration. However, portfolios under £1m are now charged at […]
Sales skills in themselves are not a bad thing. It comes down to whether they are truly being used for the benefit of the client, not the adviser.
Simon Cooper, Business Development Director, looks at how Cazenove Capital’s approach to continuing professional development encourages advisers to step out of their comfort zone
- Top trends
- Top trends
- Equitable Life sale to bring windfall for policyholders
- Paul Lewis: Financial advisers and journalists are one and the same
- How much are advisers charging for pension transfers?
- Henry Tapper: ‘We’ve really made a mess of DB transfers’
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Can you go from zero to planning hero? New recruits are not entering the advice industry at the rate required to meet the growing need for service, despite strong salaries and job satisfaction. A joint report from recruitment consultants BWD and Money Marketing earlier this year showed average adviser earnings soared to £93,100 in 2017, […]
The government will not rush into a “single saving intervention” for self-employed workers because such a move could be counter-productive, Pensions minister Guy Opperman says. In a letter to work and pensions select committee chairman and MP Frank Field, Opperman says testing and understanding what works is critical to any good intervention. Opperman was responding […]
St James’s Place is positive about the growth of its 250-strong academy despite reporting a loss in its advice arm for 2017 earlier this month. The restricted advice giant posted a loss of £35.4m for 2017, an increase on the £24.8m loss in 2016. A breakdown of SJP trainees provided to Money Marketing by the […]